John Patoka, financial advisor West Hartford CT

John Patoka

CRD Number: 7088729
Current Firm: Patoka Financial Planning LLC

John Patoka (CRD# 7088729) is an Investment Advisor Representative working at Patoka Financial Planning LLC in West Hartford, CT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Patoka Financial Planning LLC West Hartford, CT Aug 2018 - Current 4
Sheptoff, Reuber And Company, P.c. Glastonbury, CT Nov 2004 - Current 18

John Patoka has no recent exams reported.
Contact Info for John A. Patoka
Phone Number: 860-874-1761
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT

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